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In Credit Weekly Snapshot – January 2025

Long rally runnin’

Key markets overview

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

Key markets overview

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

Key markets overview

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

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In Credit Weekly Snapshot – 6 January 2025

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We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.
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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
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We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
29 October 2026

Senior Portfolio Manager, Investment Grade Credit

Too Big to Bundle: Why Japan merits a dedicated equity allocation

For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
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The UK: The path from squeeze to spending

We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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